Business Details
19 Years
experience
Trusted Fee-Only Financial Advisory Services
Briskey Financial Service is a fee-only financial planning and investment advisory firm dedicated to providing objective, client-focused services. With over two decades of combined experience in financial services, our team holds multiple degrees and professional licenses, ensuring comprehensive expertise in wealth management. We operate independently, adhering strictly to fiduciary standards that prioritize client interests above all else. Our fee-only compensation model eliminates conflicts of interest by avoiding product sales and commissions. We specialize in ongoing investment management, tax services, and income investing strategies tailored to individual client needs.Our retainer engagement model offers flat-fee pricing based on client circumstances rather than asset percentages. Founded in 2007, we have maintained a commitment to continuous education and professional development. Our team includes Certified Financial Planners and accounting professionals who deliver personalized financial solutions. We serve clients through a combination of technical expertise and personalized service, focusing on long-term financial security. Our approach combines rigorous analysis with clear communication to help clients navigate complex financial landscapes.
Services
Financial Planning
Investment Advisory
Tax Services
Income Investing
Retainer Engagement
Details
- Year established: 2007
Highlights and features
- We have over 20 years of experience in financial services
- We hold multiple degrees and professional licenses
- We are completely independent and answer only to our clients
- We act as fiduciaries, prioritizing client interests
- Our fee-only structure avoids conflicts of interest
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Financial Planning
We develop comprehensive financial plans tailored to individual goals, risk tolerance, and life circumstances. Our approach combines technical expertise with personalized guidance to address retirement planning, tax optimization, and wealth preservation. With certified professionals and ongoing client support, we help navigate complex financial decisions while maintaining fiduciary accountability.
Investment Advisory
Our investment advisory services focus on creating diversified portfolios aligned with client objectives. We offer ongoing management of assets using strategies that emphasize risk management and long-term growth. Our team continuously monitors market conditions while maintaining transparent communication about portfolio performance and adjustments.
Tax Services
We provide tax preparation, analysis, and strategic planning as part of our comprehensive financial services. Our accounting professionals help optimize tax efficiency through coordinated planning with investment strategies. We focus on minimizing tax liabilities while ensuring compliance with evolving regulations through personalized tax solutions.
Income Investing
This specialized service creates income-generating portfolios through diversified dividend-paying stocks and interest-bearing instruments. We focus on sustainable yield while managing risk through careful security selection. Our approach emphasizes consistent cash flow for clients requiring regular income distributions from their investment portfolios.
Retainer Engagement
Our retainer model provides continuous financial guidance through flat-fee pricing. Clients receive regular portfolio reviews, updated financial plans, and responsive advisory services without asset-based fees. This structure maintains objectivity while ensuring consistent support for evolving financial needs.
People
Patrick J. Briskey
President
Financial advisor and founder with over 15 years of leadership experience. Holds degrees from Northwest State Community College and Franklin University. Previously worked in banking and brokerage services before establishing Briskey Financial Service in 2007.
Kyler S. Baird
Accounting Manager
Finance student and accounting professional managing firm operations. Handles tax services and accounting functions while pursuing bachelor's degree in Finance and Accounting. Will become minority owner upon graduation in 2026.
Keith A. McDonald
Certified Financial Planner
CFP professional with expertise in investment and tax services. Holds advanced degrees from Bowling Green State University and College for Financial Planning. Specializes in income investing strategies for diversified portfolios. Merging his practice into Briskey Financial Service.
Questions
What services does NorthFort Financial offer?
We provide financial planning, investment advisory services, tax preparation/strategy, income investing solutions, and ongoing retainer-based financial management tailored to individual client needs.
How is NorthFort Financial compensated?
We use a flat-fee pricing model based on client circumstances rather than charging a percentage of assets under management, eliminating conflicts of interest.
Are you legally required to act in my best interest?
Yes, we operate as fiduciaries with a legal obligation to prioritize client interests above all other considerations in all our professional activities.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners, professionals with advanced degrees in financial services, and accounting specialists with ongoing continuing education commitments.
How long have you been in business?
NorthFort Financial has operated since 2007, with our founding advisors maintaining continuous financial services experience since the early 2000s.
